$140M Bender Financial Services Joins Carson
Omaha, NE – June 27, 2019 – Bender Financial Services, a wealth management firm headquartered in Highlands Ranch, Colorado, has announced their decision to affiliate with Carson Partners in order to advance their client service to the next level.
Benjamin Bender launched the firm in 2014 with the goal to develop an advanced, planning-focused approach for his practice. Recently he set out to explore improved technology solutions that could help his team communicate better with clients and run a more efficient practice. After considering half a dozen broker dealers and/or RIAs, he and his team chose to partner with Carson because of its demonstrated agility, alignment of company culture and values, and its capability to deliver a superior suite of technology tools.
Bender Financial Services manages $140 million in assets for families in the Greater Denver area and across the country. “The decision to partner with Carson is an extension of my service to my clients,” said Benjamin Bender, President of Bender Financial Services. “Not only has this set us up to be more sophisticated when it comes to technology, but it’s also given us access to enhanced tax and estate planning services through the Wealth Enhancement Group so that we can serve our clients in a more comprehensive manner.”
Additionally, Bender sees the move as a strategic response to a fast-changing industry. “With the increased scrutiny in our industry, we also needed a buttoned-up process for compliance and regulations,” said Bender. “Carson’s out-of-the-box solutions will enable us to shift a significant portion of our time from monitoring industry changes to doing what we do best—meeting and planning with our clients.”
Similar to other firms that have affiliated with Carson Partners, Bender will maintain ownership of the firm and remain the strategic decision-maker for all business decisions and operations.
“Benjamin has always had his clients’ best interests at heart, a trait so in line with our own mission and vision,” said Ron Carson, founder and CEO of Carson Group. “I look forward to seeing his business grow through his deep commitment to his clients, coupled with practice-changing tech and resources from Carson Partners.”
In addition to being a mainstay in the Barron’s annual list of top wealth management firms, Carson Group remains among the Inc. 5000 list of America’s fastest-growing companies, has been recognized for two consecutive years by InvestmentNews as a top-50 firm for Best Places to Work for Financial Advisors, and was recently awarded a Best Places to Work in FinTech by American Banker.